Joel Eleazar

finance-skills

skill-library

Mathematical and statistical foundations required by all other plugins. Always installed — every plugin implicitly depends on core.

Investment knowledge for personal and institutional wealth management. Covers risk measurement, asset classes, valuation, portfolio construction, policy and planning, personal finance, behavioral finance, and reporting.

US securities regulatory guidance for broker-dealers and investment advisers. Covers FINRA, SEC, ERISA, FinCEN, and CFA Institute GIPS requirements. Guidance-only — no Python scripts.

Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.

Order lifecycle from entry through settlement, plus operational and counterparty risk. Serves advisor, algorithmic, and client-direct trading contexts.

Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.

Data foundations that every financial system depends on. Covers reference data management, market data feeds, integration patterns for financial systems, and data quality governance.

Process and platform enforcement: session bootstrap, skill invocation discipline, TDD for skill authoring, prompt optimization, mental models, and meta-learning

Strategic discovery-to-delivery chain: problem framing, stakeholder mapping, market analysis, competitive teardown, persona building, business cases, PRDs, pitch decks, and validation gates

Leadership and organizational execution: strategic clarity, devil's advocate stress-testing, operational excellence, platform strategy, team building, hiring, and decision frameworks

Fiction and storytelling craft: plot architecture, character vulnerability design, world-building logic systems, and dialogue technique

Non-fiction writing and persuasion: structural precision, copy editing, emotional resonance, memo stress-testing, and evidence-based advertising

Negotiation and interpersonal skills: tactical negotiation, influence architecture, rapport building, feedback coaching, and difficult conversations